Senior Executive Risk Account Leader

IMA Financial Group, Inc.; Chicago (IL); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

Annual Bonus

Stock Purchase Plan

Medical Plans

401(k)

Job summary

IMA Financial Group, Inc. is seeking an Executive Risk professional with strong client-facing skills to own complex retail ERS engagements. You will assess client needs, market and place solutions, prepare proposals, and advocate for claims while mentoring others.

The role requires at least seven years in Executive Risk or related fields, a P&C license, and a bachelor’s degree. You will work across teams using EPIC/Agency workflows and contribute to strategic client reviews and renewals.

Qualifications

• 7+ years of experience in Executive Risk within brokering, underwriting, claims, legal, or risk management.
• Proficiency with most Microsoft Office products.
• Expert client facing skills suitable to articulate complex concepts.

Responsibilities

• Own and manage all IMA retail ERS engagements for new and renewal placements.
• Assess client needs and exposures, market and place coverage, prepare proposals.
• Mentor and train other ERS associates and internal staff.
• Proficiency with EPIC/Agency Management workflows and related processes.
• Understand financial statement components and underwriting implications.

Skills

Executive Risk

Client facing

MS Office

MLIS/RPLU designation

Education

Bachelor’s degree

Advanced degree preferred

Tools

EPIC/Agency Management

Job description

IMA Financial Group, Inc. is seeking an Executive Risk professional with strong client-facing skills to own complex retail ERS engagements. You will assess client needs, market and place solutions, prepare proposals, and advocate for claims while mentoring others.

The role requires at least seven years in Executive Risk or related fields, a P&C license, and a bachelor’s degree. You will work across teams using EPIC/Agency workflows and contribute to strategic client reviews and renewals.